SwiftRoot / Calgary, Alberta
Hands-on AI help for established small and medium-sized teams. We sit with your staff to simplify repeat email, order or admin work and set up AI assistants around the tools they use. We practise the first tasks together, aiming to free time for customers and growth.
“We iterated fast, never lost clarity on priorities, and the finished product outperformed what we imagined.”
Sound familiar?
The same emails, order checks and admin keep filling the day. Customers need answers and follow-ups get pushed back. You want AI to take on some of that work, but your team has no spare time to figure out how.
An order arrives by email. Someone checks the spreadsheet, finds a missing detail and asks again. Staff repeat the same steps while customers wait for an answer.
The follow-up, newsletter or outreach idea stays on the list because today's orders come first. Your team keeps the business running, but has little time to help it grow.
A subscription leaves your team to choose a task, write instructions, connect the right information and check what happens. With no time or support to do that work, people return to the way they know.
Stop guessing what to fix.
We identify the real constraint holding your business back, choose the workflows that matter most and set clear priorities, so you know what to tackle first.
Stop losing your day to repeat work.
The same sorting, checking and routine replies keep filling the day. We set up help for the agreed task and practise it with your staff, so they can use it in their working day.
Handle more without stretching your team further.
The aim is to free capable people for the work that needs them: helping customers, following up opportunities and improving the business. We check whether the new way reduces effort, including time spent correcting it.
Four connected layers: what matters, how people decide, how work flows and the tools behind it.
We trace real work through your business to understand what holds it up, what your people know and what needs to change.
We look at your goals and the work behind them. Where is time being lost, what is holding growth back and which problem deserves attention first?
We uncover the know-how your team relies on: the judgment calls, exceptions and checks that rarely make it into a process document.
We follow the steps from request to result, looking for repeated effort, missing information and handoffs where work gets stuck.
We look at the tools and information your team uses, where they connect and where people have to fill the gaps by hand.
Hover, focus or tap a layer to explore. Tap again, click outside or press Escape to return to the overview.
The SwiftRoot program
A plan to guide the work, a second brain to support your team and a dashboard to keep it in view.
We investigate where work gets stuck and give you a practical 90-day plan. Know what to tackle first, and why.
Clarity before commitment.
We build a shared home for your processes, answers and know-how, so AI can help your team find information and prepare everyday work.
Less searching. Less starting over.
We bring your key numbers, progress and follow-ups into one dashboard, so you can see what’s moving and where your team needs to step in.
The right things on your radar.
Seven business areas
We put those foundations to work in the areas that matter most to your business, starting with the priority we identify together.
Help prepare for meetings, keep track of follow-ups and turn scattered requests into work ready for your review.
We sit down with you and find the highest-leverage tasks. We identify what holds work up and choose the workflows to tackle first.
A clear priority before we build.
We set up the systems, get your Second Brain working and put the first workflows into operation. We connect your agreed business information and tools, then get your team working with them.
The foundations are in place. Less chasing, less repeated work.
We keep building automations, monitor what is running and support your team. We maintain and improve your workflows as your business changes.
Recurring work runs more smoothly on autopilot, maintained by SwiftRoot. Your team has more time for customers and growth.
Work on what matters most
AI assistants can prepare work, find answers and carry out agreed steps using your business information and tools. You and your team check the results and approve decisions. Depending on the jobs we choose, that could mean:
From prepared work to a clear next step Enquiry → prepared reply → staff review → handover
Cookies By George / storefront implementation preview
“Great service, excellent at problem solving, a joy to work with. Alek has a wonderful personality and is really great at bouncing ideas off of each other to result in the best product possible.”
“Swiftroot created a custom technical solution while working with our pressing product deadlines. We appreciated their flexibility when changes arose. Would work with them again.”
“We consider SwiftRoot our IT Director. They guide our technical strategy, create new things, and keep our e-learning platform humming. There is no one we'd rather turn to for technology.”
“I am always so impressed with how organized, detail oriented and knowledgeable SwiftRoot is when dealing with clients. It’s been an absolute pleasure working with you guys!”
“Working with Swiftroot has been an ABSOLUTE pleasure. Alek took the time to understand my vision and worked with me to find the best technological fit for my business. The team at Swiftroot is professional, timely, and truly dedicated to helping their customers succeed.”
Before you start
No. We explain the tools through work your team recognises and practise the first tasks together. Learning continues as you use the workflow, check results and improve it. Your people stay involved in deciding what changes and when a person needs to take over.
Flight Plan is a paid investigation of agreed areas of your business. We examine recent examples, test what may be causing the problem and turn the findings into priorities and a practical 90-day plan. We start with a conversation about fit. Training and implementation are scoped separately.
Yes. We can work with your staff to document the steps, configure the agreed assistance and practise using it on real work. Implementation and training are scoped and priced separately from Flight Plan. You can also carry out the plan with your own team or another provider. The 90 days describe the plan’s horizon, not an included implementation period.
Pre-Flight is our free assessment for business owners: 28 questions, about four minutes, no AI knowledge needed. It gives you a starting point from your own answers, rather than a verified diagnosis or a paid 90-day plan. Your report appears on the page as soon as you finish. You can print it or save it as a PDF through your browser. No call is booked automatically, and the report is not automatically emailed.
Before the questions, it asks for your name, email address and company so the report can be identified as yours. MailerLite sends a confirmation for optional practical follow-up. You can choose whether to confirm and unsubscribe at any time.
SwiftRoot privately archives your contact details, completed answers and calculated results in AWS. Only your contact details go to MailerLite, not your answers, scores or report. Read the privacy policy for storage, retention and your choices.
